Plus, New Video Tutorials on Making the Most of Your Client Portal Experience!

Happy new year! We want to advise you, our clients, that your account statements, including December 2023, 4th Quarter 2023, and 2023 annual statements, are now available on the UCF Client Portal.

You can access all available reports under Statements and Documents. (Please note that if your portfolio utilizes the UCF Alternatives Fund or UCF Alternatives Balanced Fund, statements will be available on or around January 15, 2024.)

We also want to encourage you to watch some helpful new video tutorials we’ve created and read some FAQs that will guide you through all of the portal’s capabilities. You can access those resources by clicking here.

You can also read the Q4 2023 investor letter prepared by Charles Buck, President & CEO, by clicking here.

As always, should you have additional questions, please reach out to our UCF Client Services team at [email protected] or by calling 877-806-4989.